See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,798 | $91,538-20.5% | $129,995-44.0% | $75,163-3.1% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 472.51% | -631.11%+1103.6pp | -137.18%+609.7pp | 160.62%+311.9pp |
| Employer contribution / active EE | $6,392 | $2,845+124.7% | $4,320+48.0% | $2,670+139.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,874 | $6,790-57.7% | $10,614-72.9% | $5,651-49.1% |